Module 1: System Requirement and Required Technologies

This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.

Lessons

• Microsoft Dynamics CRM Offerings
• On-Premises Licensing Model
• Online Licensing Model
• Supporting Technologies
• Microsoft Dynamics CRM Server
• Accessing Microsoft Dynamics CRM
• Microsoft Dynamics CRM for Office Outlook
• Managing Emails
• Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Language Packs
• Planning Overview

Module 2: Install Microsoft Dynamics CRM Server

This module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.

Lessons

• Microsoft Dynamics CRM Server Requirements
• Microsoft SQL Server Requirements
• Active Directory Requirements
• Components Installed During Server Setup
• Microsoft Dynamics CRM Website
• Required Installation Rights for Microsoft Dynamics CRM Server
• Supported Server Topologies
• Install Microsoft Dynamics CRM Server
• Installation Troubleshooting
• Post-Installation Tasks
• Install Microsoft Dynamics CRM Using the Command Line
• Deploy Microsoft Dynamics CRM Online

Module 3: Install Microsoft Dynamics CRM Reporting Extensions

This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.

Lessons

• Microsoft Dynamics CRM Reporting Overview
• Microsoft Dynamics CRM Reporting Extensions
• Requirements for Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Report Authoring Extension
• Install Microsoft Dynamics CRM Reporting Extensions

Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager

This module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.

Lessons

• Deployment Manager
• Deployment Administrators
• Create a New Organization
• Manage Existing Organizations
• Manage Servers
• Configure Access from the Internet
• Update Web Addresses
• View License Information
• Upgrade the Microsoft Dynamics CRM Edition
• Redeploy Microsoft Dynamics CRM
• Import Organizations
• Administer the Deployment Using Windows PowerShell

Module 5: Upgrade to Microsoft Dynamics CRM 2013

This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM 2013.

Lessons

• Upgrade Considerations
• Base and Extension Table Merge
• Upgrade Process Phases
• Phase 1 – Prepare to Upgrade
• Phase 2 – Establish the Test Environment
• Phase 3 – Upgrade and Validate the Test Environment
• Phase 4 – Upgrade and Validate the Production Deployment
• Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
• Perform a Migration Using the Same Instance of SQL Server
• Perform a Migration Using a New Instance of SQL Server
• Upgrade the Microsoft Dynamics CRM 2011 Email Router
• Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
• Upgrade Microsoft Dynamics CRM 2011 for Outlook

Module 6: Email Management

This module describes management topics that are common to each of the email processing methods and the email processing methods.

Lessons

• Email Processing
• Email Tracking and Correlation
• Mailbox Monitoring
• Synchronization Methods
• Email Address Approval
• Overview of the Email Router
• Install the Email Router and Rule Deployment Wizard
• Configure the Email Router
• Set Up a Forward Mailbox for the Email Router
• Deploy Inbox Rules
• Install the Email Router on Multiple Computers
• Troubleshooting
• Overview of Server-Side Synchronization
• Configure Server-Side Synchronization
• Set Up a Forward Mailbox for Server-Side Synchronization
• Migrate Email Router Settings
• Email Integration Service Role
• Test Email Configuration
• Synchronize Appointments, Contacts, and Tasks

Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook

This module describes the installation requirements for the Microsoft Dynamics CRM for Outlook client and how to install and configure the client.

Lessons

• Microsoft Dynamics CRM for Outlook Overview
• Installation Requirements
• Deployment Methods
• Install Microsoft Dynamics CRM for Outlook
• Configure Microsoft Dynamics CRM for Outlook
• Configure User Email Settings
• Install Microsoft Dynamics CRM for Outlook Using the Command Line
• Using Microsoft Dynamics CRM for Outlook with Offline Capability

Module 8: Configure an Internet-Facing Deployment

This module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deployment that is configured in this way is referred to as an “Internet-Facing Deployment (IFD).”

Lessons

• Overview of Claims-Based Authentication
• Requirements for Configuring an Internet-Facing Deployment
• Certificates
• Install Active Directory Federation Services
• Configure AD FS
• Configure Claims-Based Authentication
• Configure an IFD

Module 9: Maintain and Troubleshoot a Deployment

This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.

Lessons

• Service Accounts
• Manage System Jobs
• Delete Records
• Disaster Recovery
• Manage SQL Databases
• Troubleshooting
• Configure Tracing
• Update Microsoft Dynamics CRM
• Manage Data Encryption
• Best Practices Analyzer (BPA)
• VSS Writer Service for Microsoft Dynamics CRM
• Marketplace

Module 10: High-Availability Options

This module provides a high-level overview of the high-availability options.

Lessons

• Install Microsoft Dynamics CRM Server on Multiple Computers
• Network Load Balancing
• Clustering Microsoft SQL Server
• Other SQL Server High-Availability Solutions
• High-Availability Options for Other Supporting Components